About You

We work with people who are high achievers – for example, successful business owners or professionals who are making big plans for retirement.

Perhaps you’re one of them: you might have investments and pensions in excess of £1m, or earn a substantial salary, or both. You’re looking for advice and support from experts who can give you the time and space to think clearly about your wealth, where it’s taking you and where you’d really love to be.

We’re here to do that for you. To ask you thoughtful, meaningful questions – to sometimes challenge you – and to help you consider all the options.

The majority of our clients are referred to us by others, which allows us to focus on providing a quality, tailored service. These clients share our values of ambition and authenticity. They look to us for reassurance and to act responsively.

The number of long-term clients is testament to our commitment to these relationships. Our aim is to become your trusted partner and help you and your family for many years.

Read more about how we’ve helped others by taking a look at our client stories.

"Rather than tell me in the abstract what our financial position is, VWM Wealth gives me comfort as to what that means in real terms of financial planning.” Philip Rodney

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VWM Wealth is a trading name of VWM Consulting Ltd which is authorised and regulated by the Financial Conduct Authority. Past performance is not a guide to future returns. The value of investments and the income from them can go down as well as up, so you could get back less than you invested. Registered Co No.SC216348. Please note that all calls to our office are recorded.

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